Here’s how to correct an expense report in the Rindegastos App.
Topics you’ll find in this article:
How do I correct a draft expense report?
To correct or update a draft report from the app, just follow these steps:
In the app, from the Submitter menu tap “Reports.”
Find the report you want to correct or update and tap “Edit Report.”
You can edit general data, custom fields, add/remove expenses, and upload files.
Once you’re done, tap “Save.”
That’s it! The report has been corrected before being submitted to the review workflow.
How do I correct a report already submitted to the review workflow?
To edit an expense report already submitted to the review workflow, both the approver and the submitter will have to participate. The process has two steps:
● Step 1
Ask the approver to return the report.
The approver must enter a reason and instructions for correction.
The Submitter will receive a notification by email or phone indicating that the report has been returned, along with the approver’s comments explaining the reason.
● Step 2
In the app, from the Submitter menu tap “Reports.”
Tap the report marked Pending Corrections you want edit and tap “Edit Report.”
You can edit general information, update custom fields, add or remove expenses, and attach files.
Once you’ve made the necessary changes, tap “Save.”
That’s it! The report is corrected and ready to be sent to the review workflow.
🧐 Note: You can’t change the Expense Policy during editing. If you need to change the Expense Policy, you’ll need to create a new report.
If you still have questions about this process, write to soporte@rindegastos.com for
details. We're here for you!